Editing report filters in Yellowfin

This topic explains how to edit report filters in a private Yellowfin report.

Report filters can be edited when:

• Making a private copy of a report

• Creating a new private report

• How

1. In the Data tab, in the Filters pane, click on the Advanced settings link.

The Configure Filters dialog box appears.



2. For each filter, you can edit the following:

• And/or: Whether the filter has an AND relationship or OR relationship to the other filters.

For example, If a user filters for invoices according to their issue date and value date, you can define that the report filter invoices according to both issue date AND value date, or according to either issue date OR value date.

• Filter type: There are three filter types frequently used in Travel Booster reports:

• Between: Used for selecting ranges, such as dates.

• In List: Used for selecting multiple options, such as user, branch, currency

• Equal To: Used for selecting a specific option, such as document type and display currency

For more information, on additional filter types, see Yellowfin's user guide.

• Value: The values that appear in the filter. These depend on the filter type as explained in the table below.

Filter Type	Value options
Between	User prompt: Default report options Defined Value:  A fixed option. These can be fixed dates or dynamic dates. Dynamic dates are calculated as the current date +/- a number of days/weeks/months/quarters/years. For example, with fixed dates you can define that the filter be always from 01/09/2019 to 30/09/2019. With dynamic dates, you can define that the filter be always the current date +7 days until the current date + 14 days. You can also do both and define that the report run from 01/092019 to the current date + 30 days. Pre-defined period: Select the period on which the report will run from the drop-down menu.
In List	User prompt: Default report prompts Defined Value: Manually enter the options that you want to appear in the filter list. These options need to be identical to the filter options used by the system. For example, the default options in the Service Types filter are all service types. You only need, flight, hotel and insurance. Therefore, you change the report value from User Prompt to Defined Value and enter these service types. The service types you manually enter, need to be identical to the default report options.
Equal to	User prompt: Default report prompts Defined Value: Manually enter a single option that the user can select when applying the filter.

3. When closing the dialog box, the changes made to the filters are saved.

Related Links

• Yellowfin

• Saving a Yellowfin report

• Creating a new calculated field in Yellowfin

• Creating a chart in a Yellowfin report

• Creating a conditional formatting rule in Yellowfin